Build an asset taxonomy

The censhare DAM Starter Kit allows you to create an asset taxonomy with categories and keywords. Both work independently.

Target groups

Users
Solution administrators

Prerequisites

This feature is available as of censhare 2020.3.

Context

The Taxonomy is part of the censhare DAM Starter Kit workspace.

Introduction

A taxonomy is a classification system by which your assets are tagged, classified, and put in relation to each other. The censhare DAM Starter Kit offers two independent properties to build a taxonomy - categories and keywords.

Categories and keywords can be used to search and filter assets. In a more advanced setup, you can use categories and keywords to determine or restrict the usage of production assets in certain publications or channel outputs. For example, ensure that in a catalog production Travel, only editorial images from the travel category can be placed.

Categories

Categories provide a more rigid, flat or hierarchical list. Each asset in your repository is assigned to exactly one category. A category system is built starting from the root categories. The root categories are part of the censhare Light installation, and correspond to the asset categories:

• Images

• Videos

• Audio files

• 3D models

• Documents

• Persons

A feature inheritance rule ensures that child categories can only be assigned to assets that belong to the corresponding type of the root category.

To build a category tree, you recreate your existing classification system, or create a new one from scratch. To create new categories, you must be a Solution administrator. As a specialist user, you can assign a category to an asset. As a consumer user, you can see the categories that are assigned to an asset.

We recommend to create a category tree from unambiguous typology items. For example:

• Images

  • Nature

  • Business

  • Family

  • Sports

Keywords

Keywords provide a more fine-grained classification system for your assets. Keywords can be put in a hierarchical tree, or a flat list. Keywords are not a unique classification, To classify an asset, it can have multiple keywords. As a specialist user, you can assign existing keywords to an asset, or create a new keyword, if necessary. Google AI image analysis also assigns and creates keywords to the analyzed assets.

We recommend to create a semantic keyword tree. For example:

• Persons

  • Groups

    • Small group

    • Crowd

  • Individuals

    • Celebrities

    • Children

    • Adults

• Objects

• Activities

  • Leisure

    • Celebration

    • Holiday

    • Workout

    • Relax

  • Work

    • Office

    • Factory

    • Construction

Taxonomy

The Taxonomy page shows an overview of categories and keywords. If you select a category or keyword from the list, the right panel previews the assets that are assigned to this category or keyword:

(1) List view - select whether to display categories or keywords, and use further filters.

(2) Preview panel - displays assets assigned to the selected category or keyword.

The Edit tab of the Taxonomy page shows a hierarchical list of keywords and categories. You can add keywords and categories by clicking the respective icons in the toolbar, or the  icons next to a category or keyword.

Assign a category

To assign a category, do the following:

1. Open the asset.

2. Go to the Edit tab.

3. In the Properties widget, click

   

   .

4. In the dialog, click in the Categories field and select the desired category.

5. Click OK to close the dialog.

6. Click SAVE to save your changes to the asset.

Create a category (only solution administrators)

To create a new category, do the following:

1. Go to the Taxonomy page.

2. Select the parent category, and double-click to open it.

3. In the Category hierarchy widget, click , and in the Asset picker, click Open Asset Chooser.

4. In the dialog, go to the New asset tab.

5. Enter a name.

6. Select the Enabled field.

7. Click

   

    next to the Key field to generate a resource key.

8. Click OK to close the dialog.

9. Click SAVE to save the category.

Assign an existing keyword

To assign an existing keyword to an asset, do the following:

1. Open the asset.

2. Go to the Edit tab.

3. In the Properties widget, click

   

   .

4. In the dialog, go to the Keywords tab.

5. Click in the Reference field and select the desired Keyword.

6. To assign another keyword, click , click in the field that displays below and select the desired keyword.

7. Click OK to close the dialog.

8. Click SAVE to save your changes to the asset.

Assign a new keyword

To assign a new keyword to an asset, do the following:

1. Open the asset.

2. Go to the Edit tab.

3. In the Properties widget, click

   

   .

4. In the dialog, go to the Keywords tab.

5. In the Add new keyword field, enter the name of the keyword, and click CREATE NEW KEYWORD.

6. Click OK to close the dialog.

7. Click SAVE to save your changes to the asset.

Move the new keyword in the keyword hierarchy

The new keyword that you created is stored as a top-level keyword. If you use a hierarchical keyword tree, and want to store the new keyword as child keyword of an existing keyword, do the following:

1. Go to the Taxonomy page.

2. In the Type field, select Keyword to show all keywords.

3. Drag the new keyword to the desired position in the tree.

4. Drop the keyword.

5. In the Add relation dialog, select Add child keyword(s) to the hierarchy.

Result

You classified an asset with a category and keywords. You created a new category. You put new keywords in the correct hierarchy.